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Disclosery

Olistico Wealth, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Olistico Wealth, LLC on AXP, newest first. How the timeline and the estimate are built.

Olistico Wealth, LLC held 5,576 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,576 shares
    Change vs previous 13F -58 shares

    0.71% of the 13F portfolio, value $1,695,529.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,634 shares
    Change vs previous 13F +2 shares

    0.82% of the 13F portfolio, value $1,905,720.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,632 shares
    Change vs previous 13F +793 shares

    0.84% of the 13F portfolio, value $1,703,422.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,839 shares
    Change vs previous 13F +407 shares

    0.87% of the 13F portfolio, value $1,790,227.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,432 shares
    Change vs previous 13F +5 shares

    0.78% of the 13F portfolio, value $1,472,265.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,427 shares
    Change vs previous 13F +508 shares

    0.78% of the 13F portfolio, value $1,412,092.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,919 shares
    Change vs previous 13F +94 shares

    0.65% of the 13F portfolio, value $1,054,506.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,825 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,135,215.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).